Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Timeline
Generic

PREMCHAND RAJPUT

Summary

Financial services professional with 5+ years of experience delivering client centric, data-driven solutions across investment, retirement and insurance domains. Skilled in relationship building, portfolio planning, and regulatory compliance. Cleared Canadian Securities Course (CSC) Core I and currently pursuing Core II. Well-versed in Canadian Investment products including RRSP, TFSA and other tax-advantage accounts. Actively transitioning into the Canadian advisory space with a strong foundation in wealth planning and financial advisory.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Founder

PR Financial Services
09.2021 - 03.2025
  • Founded and scaled a boutique financial advisory practice managing $1M+ in AUM of 200+ individuals and families.
  • Grew SIP book to $30.7K/month and insurance coverage to $59K annually, with a CAGR of ~77% and ~124% respectively.
  • Delivered comprehensive financial planning solutions across tax, retirement, insurance, and investment domains.
  • Conducted macro/micro market research to advise clients on optimal risk-aligned portfolios.
  • Maintained retention rates above 90% and leveraged referrals for exponential business growth.
  • Established a successful business by identifying market needs and developing innovative solutions.
  • Developed strong partnerships with other businesses to allow for collaboration and more significant opportunities for growth.

Lecturer

Sathaye College
07.2024 - 03.2025
  • Delivered structured lecturers on military history, leadership, disaster Management and national security.
  • Conducted practical training sessions, including drills, physical endurance exercises and leadership coaching.
  • Mentored students pursuing careers in the Armed Forces, Public service and paramilitary organizations.
  • Developed strong relationships with colleagues, collaborating on curriculum development and sharing best practices in teaching strategies.
  • Evaluated student progress through regular assessments, providing detailed feedback for improvement and growth.

Equity Advisor-Wealth Management

Motilal Oswal Financial Services Ltd
01.2021 - 09.2021
  • Managed high-net-worth equity portfolios, generating over $22,000 in quarterly brokerage, while delivering tailored investment strategies aligned with client goals.
  • Provided comprehensive advisory on SIPs, insurance, and equities, ensuring 100% regulatory compliance and consistent client satisfaction.
  • Surpassed sales targets through effective cross-selling of investment and insurance products, enhancing client value and product penetration.
  • Maintained strong client relationships through proactive communication and data-driven market research, consistently exceeding service expectations.
  • Demonstrated commitment toward continuous professional development by attending conferences, completing certifications, or participating in training programs.
  • Collaborated with team members to share knowledge and enhance overall group performance.

Relationship Manager

Mahindra Holidays & Resorts India Ltd
06.2018 - 12.2020
  • Generated $167K in quarterly revenue through client engagement and product education.
  • Led client retention strategies by leveraging data insights and personalized vacation planning.
  • Mentored new team members on customer lifecycle management.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.

Management Trainee

Jaro Education
05.2017 - 11.2017
  • Conducted in-depth competitive market analysis to drive lead targeting and sales conversion.
  • Achieved record-breaking personal sales in July 2017 through strategic client acquisition initiatives.
  • Improved management skills by participating in rigorous training programs and workshops.
  • Assisted supervisors in setting clear goals, establishing priorities, and monitoring progress to ensure successful completion of tasks.

Education

Bachelor of Management Studies(BMS) - Finance

Sathaye College, University of Mumbai
Mumbai, India
04-2017

Skills

  • Investment & Retirement Planning
  • Mutual Funds & Insurance Solutions
  • Portfolio Management
  • HNW Client Advisory
  • CRM & Financial Tools
  • Financial Goal Planning
  • Entrepreneurial and innovative
  • Strategic thinking
  • Team leadership
  • Analytical thinking
  • Relationship building and management

Certification

  • Canadian Securities Course (CSC) Core I - Completed
  • Canadian Securities Course (CSC) Core II - In Progress
  • NISM Certified – Currency Derivatives | Mutual Funds | Equity Derivatives
  • IRDAI Licensed – Life Insurance (LIC02833880) & General Insurance (RLH20596160)

Accomplishments

  • Nationally recognized as a top performer by CARE Health Insurance (Emerging Health Planner, 2023).
  • Multiple-time recipient of Bronze & Silver Performance Awards (FY 2022–2025).
  • Qualified nationwide for NJ India Invest Partner Conventions (Mutual Fund & Insurance Business Tracks).
  • Winner of H1 Bonanza Contest 2024 for top financial advisory performance nationwide.
  • Awarded Best Research & Presenter (Tourism Sector) by branch leadership.
  • Best Debut Award Q2 FY 2018-19.

Languages

English
Full Professional
Hindi
Native or Bilingual

Timeline

Lecturer

Sathaye College
07.2024 - 03.2025

Founder

PR Financial Services
09.2021 - 03.2025

Equity Advisor-Wealth Management

Motilal Oswal Financial Services Ltd
01.2021 - 09.2021

Relationship Manager

Mahindra Holidays & Resorts India Ltd
06.2018 - 12.2020

Management Trainee

Jaro Education
05.2017 - 11.2017

Bachelor of Management Studies(BMS) - Finance

Sathaye College, University of Mumbai

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PREMCHAND RAJPUT